The Opportunity

This is an opportunity to join a privately owned financial planning firm with a strong structure, consistent referral flow and a clear commitment to long-term client relationships. Whether you have recently completed your Professional Year and are looking to take the next step, or you bring experience as an authorised Adviser, this role offers the chance to work in a setting where advice comes first.

About the Firm

The firm has built a loyal and diverse client base by providing thoughtful, ongoing advice that covers all areas of financial life—from wealth management and retirement planning to insurance and estate considerations. Clients include individuals, families and business owners, many of whom have been with the firm for years and value the structured, transparent approach.

With a close-knit team and well-developed internal processes, the business supports Advisers to focus on building relationships and delivering quality advice in a professional, well-paced environment.

What You’ll Be Doing

Providing strategic financial advice tailored to a range of client goals and life stages

Managing existing client relationships while also identifying appropriate opportunities for new connections

Conducting regular reviews and guiding clients through ongoing financial decisions

Working collaboratively with a capable support team to ensure consistent, high-quality service

Who We Are Looking For

Someone who has completed their Professional Year and is ready for authorisation
or

An experienced Financial Adviser looking for a more structured, advice-focused environment

You will need strong interpersonal skills, sound technical knowledge and a clear commitment to ethical, client-focused advice.

What’s on Offer

Work close to home in a professional, stable business

A quality client base and structured advice process

Internal support to help you focus on advice and relationship management

A genuine team environment where clients come first

For more infomration, please contact:

Kiera Brown

Director, FS Recruitment Solutions

[email protected]

0409 598 111